Lee Revolinski

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Educational seminars
ERISA 3(38) INVESTMENT MANAGER

From the firm’s Form ADV. Read the guides:

Current Employers

Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2019-04-01

WI RA
APPROVED

Since 2019-04-01

Branch Locations

3071 Voyager Dr Suite A, Green Bay, WI 54311 • United States

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Summit Planning Group Llc	Green Bay	WI	12/2005	04/2019
Summit Planning Group Llc	Green Bay	WI	04/2006	04/2019
Wealth Enhancement Group	Plymouth	MN	04/2019	Present
Wealth Enhancement Advisory Services	Plymouth	MN	04/2019	Present

12/2005 → 04/2019

Summit Planning Group Llc

Green Bay, WI
04/2006 → 04/2019

Summit Planning Group Llc

Green Bay, WI
04/2019 → Present

Wealth Enhancement Group

Plymouth, MN
04/2019 → Present

Wealth Enhancement Advisory Services

Plymouth, MN

Previous Registrations

2012-01-16 → 2019-04-05

Summit Planning Group Llc

Green Bay, WI
2000-02-03 → 2012-02-07

Lpl Financial Llc

Green Bay, WI

Green Bay, WI
2006-03-15 → 2007-12-03

Summit Planning Group Llc

Green Bay, WI

Other Businesses

4/1/19/2002 - REAL ESTATE RENTAL / ALL DEVELOPMENT, LLC 02/17/2009 - DBA ONLY / REVOLINSKI VI 1/1/2019. Bethany Church. Finance Committee, board member.not compensated.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1998-10-26

S63 Uniform Securities Agent State Law Examination

1998-10-26

Designations

Certified Financial Planner

Other Names

Lee S Revolinski
Lee Sylvester Revolinski

View on SEC IAPD